What happens:

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without an audit, the contractor has a poor understanding of the processes and designs an inconvenient CRM system;

many business scenarios remain ill-conceived;

The CRM turns out to be inconvenient to use;

the customer becomes disappointed with the product, the CRM does not take root in the company;

money and time wasted.




What to do?




Don't spare money on an audit. A competent audit and writing of the technical uruguay phone number data specifications for implementation is the foundation of a successful project. It is better to do a good audit and implement the system the first time than to look for a problem later and still come to the conclusion that an audit is needed.

Choose a contractor with good analytical skills. Until the integrator immerses himself in the processes and understands all the details, it is impossible to design a normal logic for the system. This is the only way you will receive a ready-made technical task for implementation that takes into account all the nuances of your business.




"If you want something done well, do it yourself" - this often happens in micro and small businesses, where the structure is poorly developed and a lot of operational work falls on the director. In this case, the director is not against attracting an integrator, but is going to manage the implementation process himself.

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What happens:

the manager has very little time, it is difficult for him to organize briefings and provide the requested information on time;

works are not accepted for a long time;

after implementation, there are not enough resources to monitor the use of CRM by employees;

Often such projects are frozen after setup and put on the back burner.